Retirement Visions Syracuse NY

Bankrate readers check their savings, peek into the future and guess what retirement might look like. Having a long-term plan and sticking to it will increase your chances of arriving at retirement in style.

Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John J. Kenney, CFP®
(315) 671-1831
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Anthony R. Farella, CFP®
(315) 671-0588
101 S Salina St Ste 400
Syracuse, NY
Firm
Rockbridge Investment Management
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Richard J. Urciuoli, CFP®
(315) 425-0344
344 W Genesee St Ste 300
Syracuse, NY
Firm
Summit Planning Group Inc
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management

Data Provided by:
Mr. John F. Martin, CFP®
(315) 472-9127
221 S. Warren Street
Syracuse, NY
Firm
Dannible & McKee, LLP
Areas of Specialization
Accounting, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Peter L. Derrenbacker, CFP®
(315) 434-8800
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual Financial

Data Provided by:
Ms. Lisa D. Miller, CFP®
120 Madison St Ste 1900
Syracuse, NY
Firm
AXA

Data Provided by:
Mr. Patrick Eugene Rohe, CFP®
(315) 671-0588
101 S Salina St Ste 400
Syracuse, NY
Firm
Rockbridge Investment Management, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Ms. Gail E. Gardner, CFP®
1511 Westmoreland Ave
Syracuse, NY
Firm
Blue Ocean Strategic Capital, LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Mr. Raymond V. Grimaldi, CFP®
(315) 476-4004
432 N Franklin St Ste 60
Syracuse, NY
Firm
GRIMALDI & NELKIN CPAs, P.L.L.
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Data Provided by: